Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LONG ROAD INVESTMENT COUNSEL LLC | COM | 2151 | $1,161,000 | 2,300 | 0.49 | 0.59 | 0 | 0.00 | 03-31-2024 |
BOIT C F DAVID | COM | 2152 | $1,079,597 | 2,300 | 0.00 | 0.00 | 500 | 27.78 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | COM | 2153 | $1,158,562 | 2,296 | 0.00 | 2,296 | +Inf | 03-31-2024 | |
ADVISORNET FINANCIAL INC | Stock | 2154 | $1,157,048 | 2,293 | 0.00 | 0.00 | -327 | -12.48 | 03-31-2024 |